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Do have a read at Charlie Munger's Speech. It helps one to understand the value of systhesis and mental models better.
http://www.tilsonfunds.com/MungerUCSBspeech.pdf
Cheers,
Lucas
Thursday, May 10, 2007
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Blog Archive
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2007
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May
(33)
- How to become a billionaire investor
- Fisher's criteria for selecting potential 100 baggers
- Philip Fisher's speech to Stanford Business School
- Value investing seminar in London
- Do what you love!
- Speech By Professor Sanjay
- The road to greatness
- Bill Nygren Speaks
- Time to turn bearish
- Buffett on Life and Success
- Value Investing 101
- Interview with Seth Klarman
- Interview on Buffet
- Sarin Technologies in Singapore!
- Diversification - How many stocks to own?
- Warren Buffet MBA talk(video)
- You can be rich
- Return on equity- an important metric
- Video of Buffet Interview
- Interview with Monish Pabrai
- Charlie munger speech
- Lessons in valuation
- Valuation issues
- Selected excerpts from Buffets lecture!
- What Buffet would do if he was managing less than ...
- Owner earnings
- Keeping it simple and stupid!
- Eddie Lampert looking for potential acquistions
- More Jewels:Buffett on Valuation
- MCBF still an arbitrage play!
- Selling put options for better value
- Jewels from Buffett
- The Magic of Compounding
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May
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